Morse Asset Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Morse Asset Management’s Portfolio RDVY Stock Details RDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-100	Closed	-$6.83K	–	440
2026 Q1	$6.83K	Hold	100	–	–	﹤0.01%	313
2025 Q4	$6.95K	Hold	100	–	–	﹤0.01%	305
2025 Q3	$6.73K	Sell	100 -9	-8%	-$584	﹤0.01%	285
2025 Q2	$6.84K	Hold	109	–	–	﹤0.01%	286
2025 Q1	$6.38K	Hold	109	–	–	﹤0.01%	262
2024 Q4	$6.45K	Hold	109	–	–	﹤0.01%	263
2024 Q3	$6.45K	Buy	+109	New	+$6.2K	﹤0.01%	278

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morse Asset Management's RDVY Position: Q2 2026 in Review

Morse Asset Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026, closing a stake of 100 shares — an estimated $6.83K sold.

Morse Asset Management first reported a position in RDVY in Q3 2024 and held it in 7 quarters. The position peaked at $6.95K in Q4 2025. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Morse Asset Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
Morse Asset Management sold 100 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $6.83K.
Morse Asset Management first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2024 and held it in 7 quarters.
Morse Asset Management's First Trust Rising Dividend Achievers ETF position peaked at $6.95K in Q4 2025.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.